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Principal Securities’s BILL Holdings BILL Stock Holding History

Principal Securities’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14
Closed -$648 – 3742
2025
Q2 		$648 Sell
14
-889
-98% -$39.3K ﹤0.01% 3439
2025
Q1 		$76.5K Hold
903
– – ﹤0.01% 1554
2024
Q4 		$76.5K Buy
903
+871
+2,722% +$65K ﹤0.01% 1551
2024
Q3 		$1.69K Buy
32
+18
+129% +$927 ﹤0.01% 3001
2024
Q2 		$737 Sell
14
-33
-70% -$1.87K ﹤0.01% 3123
2024
Q1 		$3.23K Sell
47
-1,648
-97% -$115K ﹤0.01% 2739
2023
Q4 		$138K Buy
+1,695
New +$139K 0.01% 1074

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return